IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.1M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.5M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$9.88M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.47M

Sector Composition

1 Technology 7.71%
2 Financials 3.94%
3 Healthcare 3.74%
4 Consumer Discretionary 3.38%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.83M 0.18%
128,820
-117
127
$2.8M 0.18%
84,846
+324
128
$2.77M 0.17%
158,404
+20,373
129
$2.77M 0.17%
24,980
+2,003
130
$2.76M 0.17%
5,672
+53
131
$2.76M 0.17%
13,741
+50
132
$2.76M 0.17%
25,464
+1,803
133
$2.73M 0.17%
33,669
+102
134
$2.72M 0.17%
25,763
+21,408
135
$2.7M 0.17%
35,839
+29,785
136
$2.69M 0.17%
24,542
+50
137
$2.67M 0.17%
72,339
-6,542
138
$2.64M 0.17%
41,337
-969
139
$2.63M 0.17%
12,899
-954
140
$2.61M 0.16%
95,355
+10,669
141
$2.56M 0.16%
10,325
-3,826
142
$2.56M 0.16%
171,432
-9,825
143
$2.55M 0.16%
15,436
-69
144
$2.51M 0.16%
149,327
-22,695
145
$2.5M 0.16%
76,152
-3,858
146
$2.43M 0.15%
93,864
-3,458
147
$2.42M 0.15%
97,564
-52,005
148
$2.39M 0.15%
115,500
+98,768
149
$2.36M 0.15%
51,651
+92
150
$2.36M 0.15%
46,882
+10,073
4 5
6
7 8